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First Trust Industrials/Producer Durables AlphaDEX Fund

72 hedge funds and large institutions have $122M invested in First Trust Industrials/Producer Durables AlphaDEX Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $93.2M → $122M (+$29.1M)

9.03% more ownership

Funds ownership: 54.4%63.43% (+9%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 7372 (-1)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
17
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.7M -$354K -10,145 -2%
Morgan Stanley
2
Morgan Stanley
New York
$17.7M -$2.52M -72,243 -13%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$16.4M
LPL Financial
4
LPL Financial
California
$8.97M -$876K -25,140 -10%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.84M +$7.22M +207,220 New
FEM
6
Fulcrum Equity Management
Texas
$7.51M +$6.92M +198,489 New
Bank of America
7
Bank of America
North Carolina
$7.37M -$593K -17,004 -8%
NA
8
Navellier & Associates
Nevada
$6.94M +$6.39M +183,286 New
PFS
9
Prospera Financial Services
Texas
$3.66M +$1.39M +39,794 +70%
UBS Group
10
UBS Group
Switzerland
$3.39M -$1.5M -42,957 -32%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.21M +$45.9K +1,317 +2%
RJA
12
Raymond James & Associates
Florida
$2.09M +$90.5K +2,595 +5%
MM
13
Main Management
California
$1.14M
Citadel Advisors
14
Citadel Advisors
Florida
$951K -$4.46K -128 -0.5%
BAM
15
Bellevue Asset Management
Washington
$899K -$417K -11,966 -33%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$845K -$121K -3,461 -13%
TRCT
17
Tower Research Capital (TRC)
New York
$770K -$552K -15,845 -44%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$767K +$242K +6,930 +52%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$650K -$198K -5,681 -25%
Osaic Holdings
20
Osaic Holdings
Arizona
$557K -$17.5K -501 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$548K -$1.81M -51,984 -78%
SW
22
SkyOak Wealth
Michigan
$518K -$20.7K -594 -4%
SAM
23
SignalPoint Asset Management
Missouri
$508K -$17K -489 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$503K -$2.53M -72,504 -84%
Truist Financial
25
Truist Financial
North Carolina
$448K -$129K -3,688 -24%